Brown & Brown Insurance is an independent insurance brokerage and risk management company serving individuals and businesses. Founded in 1939, it provides personal and commercial insurance, employee benefits, and national insurance programs through a network of more than 500 locations. With a workforce of more than 10,000 employees, the company operates across the finance and insurance sectors and emphasizes diversity, inclusion, and belonging in its workplace culture. Brown & Brown Insurance is publicly traded on the New York Stock Exchange under the ticker BRO and has expanded through a disciplined mergers and acquisitions strategy.
Employee Benefits Financial Analyst
Support Brown & Brown’s employee benefits financial consulting by reviewing client metrics, reports, renewals, claims, and funding options.
Description
- Guide employee benefits clients on their financial consulting needs.
- Apply technical expertise to help clients understand and manage financial and utilization metrics.
- Work with the Financial Consultant to review monthly reports, utilization metrics, and benchmarks.
- Help clients negotiate renewal proposals.
- Recommend plan changes and alternative funding options.
- Help oversee monthly financial reporting.
- Develop reporting requirements and customize reports as needed.
- Help Benefit Consultants prepare meeting requests, including coverage details and contracts.
- Represent Brown & Brown’s financial strategy in finalist presentations for prospective clients.
- Support prospective client projects, including demographic analyses and claims reviews.
- Handle additional duties and projects, including presentations at client functions and meetings.
Requirements
- Bachelor’s degree in accounting, finance, business, or economics, or equivalent work experience.
- At least two years of employee financial experience, with thorough knowledge of employee benefits.
- Obtain and maintain an active Life, Accident, and Health Insurance Agent license within one year.
- Proficiency with Microsoft Office.
- Strong to expert Microsoft Excel skills.
- Strong analytical and critical thinking skills.
- Ability to maintain a high level of confidentiality.
- Excellent verbal and written communication skills.
- Ability to work independently and exercise sound judgment.
- Strong attention to detail and organizational skills.
- A sense of urgency and proactive approach to meeting clients’ financial needs.
Benefits
- Medical and prescription, dental, vision, life, and disability insurance.
- Employee stock purchase plan, 401(k), student loan assistance, and tuition reimbursement.
- Free mental health and enhanced advocacy services.
- Paid time off.
- Holidays.
- Preferred partner discounts.